Banks, asset managers, payments networks, insurers, fintech, crypto-linked companies, and the capital markets around them.
A new set of earnings estimate and price-target revisions from Goldman points to improved freight fundamentals and a more constructive near-term view for less-than-truckload and truckload transportation equities.
THE APEX TIMES
THE APEX TIMES
A new Bank of America study, conducted with a homebuyer research panel, shows a majority of consumers saying buying is better than renting in the current market for the first time since 2023.
THE APEX TIMES
A market commentary tied to Bank of America’s rate view says the Federal Reserve could lift borrowing costs by 75 basis points this year, beginning with a 25-basis-point move in September, followed by additional 25-basis-point steps. The piece frames dividend-paying large banks as potentially better positioned in a higher-rate environment.
THE APEX TIMES
In a new market note, Bank of America lays out five themes it says could translate artificial intelligence demand into a new surge of chip-related spending over the next decade, with analysts arguing that recent technology progress is compressing the pace of adoption.
THE APEX TIMES
The bank kept Coca-Cola (KO) as its preferred pick for U.S. beverages, pointing to a growth outlook that remains favorable even as investors weigh broader market risks.
THE APEX TIMES
A recent market note pointed to a modest pullback in Berkshire Hathaway’s stock over the past week and asked whether the valuation still looks attractive, even as investors weigh the company’s long-term cash-generation profile.
THE APEX TIMES
A new analyst-blog roundup points to Visa’s continuing push in digital payments, while also spotlighting TotalEnergies, AT&T’s fiber buildout and other companies’ near-term operating narratives.
THE APEX TIMES
BlackRock says its Emergency Savings Initiative has helped produce nearly $8 billion in emergency savings and expanded access to emergency savings solutions for more than 22 million American workers, describing the program as accelerating four-fold in four years.
THE APEX TIMES
The brokerage unit said multiple agents and teams earned placements in RealTrends Verified The Thousand, a widely referenced annual ranking of top U.S. REALTORS®.
